Category: Investment Thesis

Growing faster than the overall economy, long haul logistics as an industry currently stands at a massive figure of $160 Bn. Over the last 5 years, e-commerce, rising customer expectations and known inefficiencies in the […]

For the English version click here रिलायंस जियो भारतीय टेलीकॉम उद्योद में ऐसा परिवर्तन लाया है, जिसने उनकी व्यापर रणनीति के कट्टर आलोचकों को भी  झुकने पर मजबूर कर दिया । जियो के कारण आयी […]

Commerce is intrinsically a social activity and Social Commerce, by definition, is about buying online in an interactive, participatory manner. The plethora of options available a click away has increased the need to involve friends and […]

Many entrepreneurs assume VC firms are monolithic entities with a uniform “firm view” on most topics. Nothing could be further from the truth. Our investment horizons are so long, and the markets we invest in […]

We’ve come a long way since the times of queuing up for tickets, scouting for the best travel arrangement or relying on travel-savvy friends and relatives for advice. Today, more and more users rely on […]

The quote describes it the best – we work hard to earn money but do not put it to the best use. Most people just put money in their savings account (or probably FDs at […]

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